subscribe to the RSS Feed

Wednesday, April 26, 2017

March 2015 to May 2016 – Net Worth

Posted by Tim Stobbs on June 24, 2016

The following is an update of Tim’s plan to retire early.  Please note we are mortgage free and because I have forgot to do this for a while I’m jumping through all these months in a condensed version of my usual update.

Our ultimate goal between investments and the home equity is a net worth of around $1 million.  The investment part of that target is ~$550,000.

Investments, Spending

March 2015: Investment Net Worth $362,440; Monthly Spending $2429

April 2015: Investment Net Worth $365,070; Monthly Spending $928

May 2015: Investment Net Worth $377,210; Monthly Spending $2418

June 2015: Investment Net Worth $375,750; Monthly Spending $5024

July 2015: Investment Net Worth $380,060; Monthly Spending $2599

August 2015: Investment Net Worth $374,800; Monthly Spending $1201

September 2015: Investment Net Worth $365,540; Monthly Spending $2534

October 2015: Investment Net Worth $381,830; Monthly Spending $2589

November 2015: I honestly forgot to write down the numbers; Monthly Spending $2185

December 2015: Investment Net Worth $384,230; Monthly Spending $3886

January 2016:  Investment Net Worth $401,640; Monthly Spending $2169

February 2016: Investment Net Worth $406,480; Monthly Spending $2020

March 2016: Investment Net Worth $426,310; Monthly Spending $940

April 2016: Investment Net Worth $433,400; Monthly Spending $2278

May 2016: Investment Net Worth $454,790; Monthly Spending $2060

Home Equity

Estimate $375,000

Results

May 2016 Net Worth ~$829,790

Commentary:

Did your eyes hurt reading all those numbers? Mine did just preparing them, but after putting this off for FAR too long.

Just a few broad comments, you likely noticed the big jump in investments from Dec 2015 to Jan 2016, well that was because I was being lazy about helping my wife open up a taxable investment account.  So the cash just hung out in our chequing account for the last six months of 2015, which isn’t included in these updates.  The other notable jump was Feb to March 2016 which was just a combination of stock market surge, and tax refund.

Any questions?

investment net worth May 2016

(click to make bigger)

Comments

2 Responses to “March 2015 to May 2016 – Net Worth”
  1. deegee says:

    Did your portfolio take a hit after Friday’s close thanks to the Brexit vote? IT wiped out my gains for this year and I’m less than half in equities.

  2. Tim Stobbs says:

    @deegee – Not that bad overall. A quick check showed us down perhaps $10K (~2.5%), but no where near offsetting all of our gains for the year.

home | top